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Pro Portfolio
Real-time P/L, evolution chart vs S&P 500, sector/currency donuts, sparklines per ticker, automatic insights.
US/EU portfolio, total wealth, FIRE, automatic Spanish tax, catalysts, recommender engine backed by seminal papers, and real IBKR executor. All in one place.
Market prices and earnings.
Manual portfolio and P/L.
Bank aggregation and expenses.
US stock tax by hand.
Years-to-independence projection.
Live market data · portfolio with real-time P/L · consolidated wealth (investments + accounts + real estate + vehicles − debts) · automatic Spanish tax · serious FIRE projection.
Each feature with its dedicated page · SEO optimized · without duplicating content on home.
5 new rules based on academic research: 12-1 momentum (Jegadeesh-Titman), low-vol (Ang), illiquidity (Amihud) and post-earnings PEAD. Configurable declarative rules.
See Engine →Conservative ECO (high Calmar) → NORMAL → SPORT → aggressive TURBO. Switch the rule mix and BUY threshold with 1 click.
See Profiles →The same engine that trades live, run over history · profile calibration published with date and universe · Calmar before Sharpe · deterministic macro veto with official dates (FOMC/CPI/NFP).
See Backtest →Interactive Brokers gateway with ib_insync · verifiable statement · automatic reconciliation · circuit breaker · trailing ratchet · slippage buffer.
See Broker →Real IBKR account equity curve. No cherry-picking, no deleted trades. Each trade with hypothesis, thesis and post-mortem.
See Track Record →Zipline-style with empyrical and reportlab: KPI cards, equity/drawdown, rolling Sharpe, DOW/year heatmap, top drawdowns, Herfindahl. Ready for your tax advisor.
See Reports →Session with Claude Haiku 4.5 every 15 min · intraday KPIs · visual SL/TP bar · logbook.
See Live →Telegram push · price · technical · movement with S&P context · catalysts · wealth.
See Alerts →FIFO IRPF · source withholding · assisted Model 720 · Alpaca/IBKR importer · AEAT boxes.
See Tax →The niche is flooded with Telegram signal channels, unregulated "AI robots" and €4,000 academies selling smoke. We're on the opposite side — every claim is verifiable.
Leveraged forex/gold signals. Public preview hidden so you can't count the losses. Unregulated. Affiliated broker that gets paid on your volume.
→ Us: regulated IBKR broker (SEC/FINRA/CNMV). Verifiable statement.
"AI advanced algorithmic trading" with no technical disclosure. No reproducible backtest. No auditable code. Vanity metrics ("78% accuracy").
→ Us: declarative rules based on citable academic papers. Reproducible backtest with fixed seed.
€2-6k course after a "free call" with a sales rep. Inflated metrics ("+€60M managed by students"). No real software product.
→ Us: self-serve product with a 60-second demo. No call. No hard closing.
Each block has its explanation, ℹ tooltip and place in a unified flow.
Real-time P/L, evolution chart vs S&P 500, sector/currency donuts, sparklines per ticker, automatic insights.
Earnings for your tickers + macro (FOMC, CPI, NFP, ECB) + pre/afterhours prices. 48h event radar.
What 18-45 Wall Street analysts say about each ticker. Average target, upside, BUY/HOLD/SELL breakdown.
Executive buys and sells + top institutional funds. 90-day bullish/bearish signal.
Citable academic rules: 12-1 momentum (Jegadeesh), low-vol (Ang), illiquidity (Amihud), PEAD. Score BUY/HOLD/SELL with absolute vetoes.
Conservative ECO (high Calmar) → NORMAL → SPORT → aggressive TURBO. Switch rule mix and BUY threshold with 1 click.
The same rules, stops and exits that trade live · profile calibration published with date and universe · Calmar before Sharpe · a separate quick lab, labelled as indicative.
Slots per broker, mode (live, paper, shadow) and risk profile · daily drawdown with breaker · daily reconciliation · SL/TP · trailing ratchet · kill switch.
reportlab + empyrical: KPI cards, equity curve, drawdown, rolling Sharpe, DOW/year heatmap, top drawdowns, Herfindahl. Ready for your advisor.
Public equity curve from a real IBKR account. No cherry-picking. Each trade with hypothesis, thesis and post-mortem.
Years-to-financial-independence projection. Consolidated wealth: accounts, real estate, vehicles, loans.
Automatic IRPF calculation, FIFO for US stocks, withholdings, help for Modelo 720 and D-6.
No commitment, no card. Fill a short form, verify your real email, enter a full demo with sample data. On logout, the demo automatically resets for the next user.
Name, real email and "how did you find us?".
You receive a unique link valid for 24h.
Sample AAPL+MSFT+SPY portfolio. 100% of the app.
We did the analysis so you don't have to. What sets us apart is not one more feature: every figure can be checked.
| Feature | Finanzas Petrios | Investing.com | Trading212 | Personal Capital | VIP Telegram channel |
|---|---|---|---|---|---|
| Live US/EU stock portfolio | ✓ | ✗ | ✓ | ✓ | ✗ |
| Total wealth (real estate + accounts + banks) | ✓ | ✗ | ✗ | ✓ | ✗ |
| Engine with academic-paper rules, editable and explained | ✓ | ✗ | ✗ | ✗ | ✗ opaque |
| Backtest with the same engine that trades live | ✓ | ✗ | ✗ | ✗ | ✗ |
| Guardrails per slot: daily drawdown, breaker, position limits | ✓ | ✗ | basic stop-loss | ✗ | ✗ |
| Honest metrics: expectancy, profit factor, real drawdown, live and paper kept apart | ✓ | ✗ | simple P/L | returns | ✗ wins only |
| Data with declared source and freshness (Finnhub · FRED · Alpaca · Yahoo) | ✓ | ✓ | own feed only | own feed only | ✗ |
| Regulated IBKR/Alpaca executor with daily reconciliation | ✓ | ✗ | T212 only | ✗ | ✗ affiliated broker |
| Verifiable public track record | ✓ | ✗ | ✗ | ✗ | ✗ hidden messages |
| Spanish IRPF tax: FIFO by lot, currency per leg, two-month rule | ✓ | ✗ | ✗ | ✗ | ✗ |
| Open Banking PSD2 with a review queue (nothing is booked without your OK) | ✓ | ✗ | ✗ | US aggregation | ✗ |
| Ad-free · no leveraged CFDs | ✓ | ✗ (many ads) | partial | cross-sell | ✗ leveraged CFDs |
| EU regulated | ✓ IBKR | informational | ✓ CySEC | ✗ USA only | ✗ FCA warning list |
Updated September 2026. We compare against what is in production today, not a roadmap. If any line here stops being true, we change it. See the track record.
30-55 y/o · portfolio 50k-500k€ · own broker (DEGIRO/IBKR/T212).
"I have Excel + 5 open tabs and I still don't see my total wealth."
→ We give: the unified picture
28-45 y/o · financial independence obsession · reads Mr. Money Mustache.
"I need a serious years-to-FIRE projection with my current wealth."
→ We give: FIRE + real saving rate
Two people · separate portfolios · joint wealth and taxes.
"Each with their login, but I see the family total without messy Excels."
→ We give: multi-user + roles
Try the demo with sample data. No card, no commitment.
With real email verification
Automatic reset on logout